Insuranti Agent Resource Center Case Study
Project
Insuranti Inc. is a provider of top-rated health and life insurance products marketed nationally to individuals, families, the self-employed and small businesses and sold by professionally-licensed agents. The company needed an online agent resource center to help professional agents sell more policies, achieve higher income and reap greater rewards than any other opportunity on the market.
Solution
IdeaStar developed a wide range of top-rated tools designed to inform, train, and assist the sales process for the company’s numerous agents. The password protected ARC includes news and events, marketing materials, an archive of the company newsletter, a CRM system to track and manage leads, a calendar for training schedules, and more. The ARC provides a centralized place to view product information, announcements or training materials. Agents can also see a scoreboard showing production by region, build an Insuranti branded Web site, and view training videos.
Results
The ARC is good-looking, easy-to-navigate, and full of useful tools and information for the agents. It not only helps the agents, but the Insuranti home office as well. “It’s a terrific piece of technology which allows for easy communications, record keeping, distribution of marketing materials, and more,” Wayne Largent, IdeaStar CTO said. The ARC has attracted many insurance agents looking for a ways to work smarter and more efficiently.
Client says
Autry Freeman, Insuranti President, said the ARC is easy-to-use and provides a central source for information. “More and more agents are looking for better efficiency in doing business. These online tools are what they need. And, what Insuranti needs to attract and keep top agents.”
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